About
Built by an investor.
For investors who hold.
Holdwise started as a personal tool. Eight brokers, five currencies, 315 positions, and no single app that could show me all of it. Spreadsheets fell apart. Off-the-shelf trackers wanted to read-only-connect to my accounts, miss half my brokers, or flatten everything to one currency.
So I built what I needed. Multi-broker. Multi-currency. PDF and CSV import with a real reconciliation diff. Position drill-down that respects how a long-term investor actually thinks.
Now I'm sharing it. Holdwise is for serious retail investors who hold positions for years, not minutes. Who care about tax-lot accuracy. Who don't want a gamified app pushing them to trade.
What we believe
- Clarity over cleverness
- Show what's actually going on. Plainly. No dark patterns, no engagement loops.
- Truth above all
- Numbers must reconcile, always. We never round to hide reality.
- You own the data
- Export anytime, in standard formats. Delete anytime, completely. There is no lock-in.
- Privacy by design
- We don't sell, share, or analyze your data for ads. We never train models on your portfolio.
See every position. In every broker. In every currency.
Start with a 7-day free trial. Connect your first broker in under two minutes.